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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,954 | $46,360-67.7% | $147,617-89.9% | $52,331-71.4% |
| Participation rate | 97.2% | 64.9%+32.3pp | 84.6%+12.6pp | 68.1%+29.1pp |
| Annual return | -17.07% | 1.62%-18.7pp | 61.98%-79.1pp | 4.54%-21.6pp |
| Employer contribution / active EE | $841 | $2,126-60.4% | $5,564-84.9% | $1,882-55.3% |
| Participant deferral / active EE | $0 | $2,258-100.0% | $4,895-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $766-100.0% | $11,612-100.0% | $592-100.0% |